+75.2%
VALE vs ONTO
+476.3%
-401.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.9% | +2.4% | +0.1% |
| 7D | -3.2% | +17.5% | -20.7% | -6.7% |
| 30D | -15.1% | -15.7% | +0.6% | -12.9% |
| 3M | -18.7% | -39.7% | +21.0% | -10.8% |
| 6M | -31.5% | -26.5% | -5.0% | -30.3% |
| YTD | -11.4% | +29.0% | -40.4% | -22.5% |
| 1Y | -1.9% | +57.0% | -58.8% | -18.4% |
| 3Y | +1.7% | +50.0% | -48.3% | -24.3% |
| 5Y | +35.4% | +127.3% | -91.8% | -20.1% |
| All | +75.2% | +476.3% | -401.1% | -45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ONTO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling